Client Service Professional

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Job ID:
0627-29780
Job Category:
Banking
Relevant Work Experience:
Business Development and Sales-less than 2 yrs, Business Development and Sales-2-5 yrs, Customer Service-less than 2 yrs, Brokerage Operations-2-5 yrs, Banking-less than 2 yrs, Brokerage Operations-less than 2yrs, Banking-2-5 yrs, Campus Programs, Customer Service-2-5 yrs, Accounting and Finance-2-5 yrs, Financial Services-less than 2 yrs, Financial Services-2-5 yrs, Accounting and Finance-less than 2 yrs
Current Licenses / Certifications:
None
Position Located In:
IL - Chicago, MI - Grand Rapids, NJ - Jersey City, NC - Charlotte, NE - Omaha, WI - Milwaukee, NC - Raleigh, VA - Richmond, NY - New York, PA - Pittsburgh, IN - Indianapolis
Education:
BA/BS
Job Type:
Full Time
Description:

Indianapolis - IN, INDYC, 8332 Woodfield Crossing Blvd, 46240-2482
Brett Jeffery Henninger
0627-29780

Our opportunity:

Looking for a career with purpose? Client Service & Support (CS&S) is a team of financial service professionals who provide clients with guidance and solutions using advanced technology to deliver best-in-class service. Our Client Service Professionals are at the forefront of the client experience; delivering outstanding service to the clients of Charles Schwab Bank.

“I believe our clients recognize Schwab for the high level of service we provide, and our employees recognize Schwab for the meaningful careers they can create here.” - Brian McDonald, Senior Vice President, Client Service & Support

Our investment in you and your career begins with a learning and career development experience designed to support you through various stages of training and skills development. In this role, you will serve as an expert on banking products and services as well as provide technical assistance and problem resolution to clients. This position requires the flexibility to troubleshoot issues and research solutions while simultaneously providing help and guidance with financial transactions, building loyalty and deepening relationships with clients, one interaction at a time.

Our employees on what it’s like to work at Schwab: http://schw.jobs/IwpBk

What you’ll do:                                                                                

Your career will begin as a Client Service Professional building trust and inspiring confidence through exceptional service, one connection at a time. Additionally, you will:

 

  • Complete a mix of instructor led classroom training and on-the-job learning (OJL) to better understand the fascinating world of financial services and the unique position Schwab has in the industry
  • Perform in a fast-paced, inbound service center environment while delivering outstanding service to our clients, providing a “one call resolution”
  • Practice active listening and open ended dialogue to gain a thorough understanding of the client’s financial needs
  • Be a collaborative member on a small team of 10 – 15 professionals dedicated to resolving a variety of complex client inquiries including, but not limited to, navigating our products and services, deposit accounts, online bill pay, Moneylink, mobile banking and debit cards.
  • Resolve client issues by leveraging technology and business experts within Schwab to identify efficient and effective methods to meet client goals
  • Demonstrate passion, energy, empathy and problem solving skills while delivering unparalleled value and outstanding service to our clients via inbound calls, taking approximately 50 – 70 inbound calls per day

 

What you have

 

  • Ability to establish rapport with clients over the phone to create long term relationships with Schwab
  • Desire to work in a collaborative, team based culture
  • Ability to provide a high level of attention to detail in order to adhere to stringent bank policies, procedures and guidelines
  • A minimum of 1 year work experience which may include unpaid work, volunteer experience, internships or other roles
  • Bachelor’s Degree OR Equivalent work experience required 

 

Where you'll be:

This role is located in the Schwab office at 8332 Woodfield Crossing Blvd., Indianapolis, IN  46240

What you’ll get:

 

  • Comprehensive Compensation and Benefits package.
  • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts.
  • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program.
  • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions.
  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships.
  • Not just a job, but a career, with an opportunity to do the best work of your life.

 

“If I had to describe Schwab in one word, it’s opportunity.” - Kendal Robinson, Financial Service Professional, Client Service & Support

Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, national origin, age, disability,  protected veteran status (disabled veterans, recently separated veterans, active duty wartime or campaign badge veterans, Armed Forces service medal veterans), or based on any individual's status in any group or class protected by applicable federal, state or local law.


Job Specifications
Relocation Offered?: No
Work Schedule: Weekends, Any Shift, Evenings, Days
Languages: English - spoken
Current Licenses / Certifications: None
Relevant Work Experience: Business Development and Sales-less than 2 yrs, Business Development and Sales-2-5 yrs, Customer Service-less than 2 yrs, Brokerage Operations-2-5 yrs, Banking-less than 2 yrs, Brokerage Operations-less than 2yrs, Banking-2-5 yrs, Campus Programs, Customer Service-2-5 yrs, Accounting and Finance-2-5 yrs, Financial Services-less than 2 yrs, Financial Services-2-5 yrs, Accounting and Finance-less than 2 yrs
Position Located In: IL - Chicago, MI - Grand Rapids, NJ - Jersey City, NC - Charlotte, NE - Omaha, WI - Milwaukee, NC - Raleigh, VA - Richmond, NY - New York, PA - Pittsburgh, IN - Indianapolis
Education: BA/BS
Job Type: Full Time

Category:Banking
Activation Date: Monday, April 3, 2017
Expiration Date: Saturday, July 1, 2017
Apply Here
Apply Now    

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law. Schwab also does not discriminate against applicants or employees because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

At Schwab, we believe that every employee, through their diverse abilities and experiences, can contribute to our growth, innovation and client loyalty. We embrace diversity and are committed to providing equal opportunity to all employees and applicants. If you have a disability, and require reasonable accommodations in the application process, call Human Resources at 800-725-3535. We will be happy to assist you. Schwab will only share your accommodation request with those individuals who have a specific need to know. The request for an accommodation will not affect Schwab’s hiring decisions. All other submissions should be performed online.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (“Schwab”), Member SIPC , offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.